Strategies that will help you attract, serve, and retain this lucrative audience.
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| | | | | | | | Seven relationship skills that will impress high-net-worth investors | | | | Hello Voornaam, | | | | There’s an old saying: nothing worth having comes easy. In the investment management world, we can apply that adage to high-net-worth investors — they present advisors with a unique blend of nuanced challenges and incredible opportunities.
But adding HNW clients to your book of business isn’t impossible. In fact, you already possess everything you need to do so. Learn how to translate seven interpersonal relationship skills into strategies that will help you attract, serve, and retain this lucrative audience.
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